HubSpot CRM & Automation Specialist

About the Role

We’re looking for a HubSpot Specialist to support our homebuilder clients by helping them get the most out of their CRM, marketing automation, reporting, and customer experience tools. You’ll play a key role in building scalable systems, maintaining clean data, and managing client relationships to ensure our builders are supported throughout their journey.

Key Responsibilities

CRM Management & Optimization

• Build, manage, and improve HubSpot pipelines, deal stages, lifecycle stages, and custom properties tailored to the homebuilding process
• Maintain clean, organized CRM data across portals and clients
• Configure lead routing, scoring, and buyer journey workflows based on construction timelines

Customer Management & Support

• Act as the day-to-day HubSpot contact for assigned builder clients
• Manage client requests, troubleshoot issues, and ensure timely execution of deliverables
• Communicate proactively with clients to review performance, gather feedback, and recommend improvements

Automation & Campaign Execution

• Design and implement automated workflows for lead nurturing, follow-ups, customer portal engagement, and post-close communication
• Support marketing teams with email campaigns, landing pages, and list segmentation

Documentation & Process Standardization

• Create and maintain clear documentation for all systems, automations, and processes
• Build internal playbooks, process guides, and help articles to support repeatability and training
• Document client-specific workflows and configurations to ensure continuity

Reporting & Insights

• Build dashboards and reports that track sales pipeline health, marketing performance, and customer engagement
• Audit and troubleshoot inconsistencies in data and reporting

Qualifications

• 2+ years of hands-on HubSpot experience, ideally with multiple clients or business units
• Experience in the residential construction or real estate sector is a plus
• Strong documentation skills with a focus on clarity, organization, and reusability
• Comfortable managing client relationships and communicating directly with stakeholders
• Proficient in workflow automation, segmentation, custom reporting, and lifecycle management
• Detail-oriented, proactive, and able to prioritize across multiple projects
• Travel required periodically for client visits or events

Nice to Have

• HubSpot certifications (especially in Marketing Hub, Sales Hub, or CRM Implementation)
• Familiarity with homebuilding, real estate or residential construction
• Proven ability to translate complex systems into clear, user-friendly documentation for both technical and non-technical audiences

Compensation & Benefits

• Competitive salary
• Remote flexibility (Indianapolis preferred)
• Opportunity to support top builders and grow with a fast-moving division
• HubSpot certification support, CX training, and industry-specific development opportunities